AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $1.63B
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.07%
2 Financials 0.06%
3 Technology 0.04%
4 Communication Services 0.03%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$9K ﹤0.01%
201
102
$9K ﹤0.01%
195
-5,302
103
$8K ﹤0.01%
911
104
$8K ﹤0.01%
500
105
$7K ﹤0.01%
525
106
$6K ﹤0.01%
62
107
$6K ﹤0.01%
386
108
$5K ﹤0.01%
69
109
$5K ﹤0.01%
84
110
$4K ﹤0.01%
749
111
$2K ﹤0.01%
20
112
$2K ﹤0.01%
560
113
$2K ﹤0.01%
100
114
$1K ﹤0.01%
100
115
-96
116
-1,400
117
-268
118
-700
119
-700
120
-123
121
-245
122
-2,021
123
-1,681
124
-105
125
-500